-91.0%
SNDQ vs WAT
+44.2%
-135.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +1.7% | +13.6% | +17.2% |
| 7D | +66.1% | -1.9% | +68.1% | +64.5% |
| 30D | +122.5% | +6.2% | +116.3% | +138.9% |
| 3M | +11.6% | +18.1% | -6.5% | +32.4% |
| 6M | -82.2% | +54.9% | -137.1% | -71.2% |
| All | -91.0% | +44.2% | -135.2% | -85.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling